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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
3226
Cadent Capital Advisors
Oklahoma
$323K -$19.1K -116 -5%
WFA
3227
Wellspring Financial Advisors
Ohio
$322K +$20.9K +127 +7%
KBFS
3228
Kohmann Bosshard Financial Services
Ohio
$321K +$1.64K +10 +0.5%
CAG
3229
Curtis Advisory Group
California
$320K -$6.73K -41 -2%
RIM
3230
Rockbridge Investment Management
New York
$320K +$20.5K +125 +7%
FDS
3231
Freedom Day Solutions
Texas
$320K +$31.5K +192 +10%
WW
3232
Waterfront Wealth
Kansas
$320K +$121K +734 +57%
CCM
3233
Chickasaw Capital Management
Tennessee
$317K – – –
HWM
3234
HFR Wealth Management
New York
$317K – – –
KC
3235
Knuff & Co
California
$317K – – –
TI
3236
Telemetry Investments
New York
$317K – – –
TWM
3237
Tanager Wealth Management
United Kingdom
$317K +$328K +2,000 New
DWM
3238
Denver Wealth Management
Colorado
$316K +$328K +1,995 New
HNWA
3239
Henrickson Nauta Wealth Advisors
Michigan
$316K +$358K +2,181 New
DI
3240
Disciplined Investments
Oklahoma
$315K +$74.4K +453 +29%
CC
3241
Codex Capital
New York
$314K +$82.1K +500 +33%
MLFP
3242
MPS Loria Financial Planners
Illinois
$313K – – –
PCTC
3243
Perkins Coie Trust Company
Washington
$311K -$4.27K -26 -1%
EWA
3244
ERTS Wealth Advisors
Michigan
$311K +$1.31K +8 +0.4%
HAFS
3245
Hapanowicz & Associates Financial Services
Pennsylvania
$310K -$91.8K -559 -22%
MSFP
3246
Mark Sheptoff Financial Planning
Connecticut
$310K +$2.13K +13 +0.7%
AC
3247
AlphaCore Capital
California
$309K +$42.2K +257 +15%
WCA
3248
Windsor Creek Advisors
Vermont
$308K -$1.23M -7,500 -80%
HWA
3249
Hilltop Wealth Advisors
North Carolina
$307K – – –
AIL
3250
AGF Investments LLC
Ontario, Canada
$305K -$58K -353 -16%
128 129
130
131 132